To set up your Auto-Welcome message, the first thing you’ll want to do is get your online form link. You can use this form to collect contact information on your website through an embedded link, on a tablet at your Physical Location, or through an email campaign.
To locate your form link, on the sidebar menu click Contacts -> Add Contacts, then scroll all the way down to the bottom of the page, until you see a link that looks like this:
Simply copy that link and add it to your website, open it on your iPad, or share it with your friends to add them as contacts!
*Note: If you want to automatically add contact information through a 3rd party form software like Typeform, SurveyMonkey, Mailchimp, or Google Forms, check out our guide on How to Connect Respond Flow to Zapier.*
Once you’ve located your form, you can set up your automatic welcome message to greet new contacts when they join your list.
Click Campaigns -> Auto-Texts -> New Auto-Text
Once you click New Auto-Text, you should see this window pop up on your screen.
The first thing you’ll need do is choose your Trigger Event. Click on the field called Trigger Event, and choose When a New Contact is Added.
If you're using an external from connected through Zapier, the next thing you should do is choose which tags should receive the message. If you use a tag like EXAMPLE, only contacts that are added with the tag EXAMPLE will receive this welcome message.
By default, all contacts are added with the tag ALL, so if you want to send this message to every contact that joins, just leave that field unchecked.
*Note: If you want to have different welcome messages based on which tag a customer has, you’ll need to use a 3rd party form software and connect it through Zapier.
Now it’s time to choose your message. If you haven’t yet created the template for the welcome message, click on Conversations -> Templates and write your welcome message.
If you already created your message, you will be able to select the template that you'll use by clicking on the Choose Message field.
Lastly, you’ll need to choose your wait time. This indicates how long our system should wait after the contact is added to send the message. The minimum amount of time you can wait is 1 minute, as these messages are designed to be conversational and feel like they were sent by a human.
Once you’ve completed all the fields, click the blue OK button and you’re done! If you want to test it out and see how it works, enter your own information into your built-in form and you should get a text after the wait time is complete!
*Note: If a contact is already in the system, the automation will not work, as it applies to only new contacts.*